See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,793 | $81,208-91.6% | $98,907-93.1% | $79,858-91.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,422 | $1,960+23.6% | $2,689-9.9% | $2,471-2.0% |
| Participant deferral / active EE | $3,831 | $3,265+17.3% | $4,244-9.7% | $3,740+2.4% |
| Admin fee / account holder | $234 | $6,013-96.1% | $6,642-96.5% | $5,306-95.6% |